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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

NAC holding history

Nuveen California Quality Municipal Income Fund in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NAC overviewAll 13F holders of NACFull Q2 2026 holdings

Shares (Q2 2026)
38,617
Value
$468.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NAC by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,617$468.0K<0.1%00.0%UnchangedHolders
Q1 202638,617$449.9K<0.1%−5,508−12.5%ReducedHolders
Q4 202544,125$521.1K<0.1%00.0%UnchangedHolders
Q3 202544,125$507.4K<0.1%−23,977−35.2%ReducedHolders
Q2 202568,102$760.7K<0.1%00.0%UnchangedHolders
Q1 202568,102$765.5K<0.1%+10,812+18.9%AddedHolders
Q4 202457,290$646.8K<0.1%00.0%UnchangedHolders
Q3 202457,290$681.2K<0.1%+4,291+8.1%AddedHolders
Q2 202452,999$611.1K<0.1%00.0%UnchangedHolders
Q1 202452,999$584.0K<0.1%−14,787−21.8%ReducedHolders
Q4 202367,786$751.7K<0.1%−8,804−11.5%ReducedHolders
Q3 202376,590$739.1K<0.1%−1,078−1.4%ReducedHolders
Q2 202377,668$848.1K<0.1%+22,789+41.5%AddedHolders
Q1 202354,879$604.2K<0.1%−36,184−39.7%ReducedHolders
Q4 202291,063$1.01M<0.1%+319+0.4%AddedHolders
Q3 202290,744$995.0K<0.1%+24,728+37.5%AddedHolders
Q2 202266,016$814.0K<0.1%+1,198+1.8%AddedHolders
Q1 202264,818$850.0K<0.1%−2,803−4.1%ReducedHolders
Q4 202167,621$1.06M<0.1%−91,187−57.4%ReducedHolders
Q3 2021158,808$2.49M0.1%−135,391−46.0%ReducedHolders
Q2 2021294,199$4.66M0.2%−60,126−17.0%ReducedHolders
Q1 2021354,325$5.26M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.